Seasonal Tax Associate: Client‑First Returns & Training

H&R Block, Inc.; Helena (MT); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate in Montana. No prior tax experience required; you'll receive training and work directly with clients to gather information, prepare tax returns, and answer questions in a supportive, client-focused environment.

You'll meet with clients, identify tax savings opportunities, and build strong relationships while contributing to office priorities. This in-person role offers flexible hours during tax season and room to grow your knowledge and earnings.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent tax training.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations in a way clients can easily understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate in Montana. No prior tax experience required; you'll receive training and work directly with clients to gather information, prepare tax returns, and answer questions in a supportive, client-focused environment.

You'll meet with clients, identify tax savings opportunities, and build strong relationships while contributing to office priorities. This in-person role offers flexible hours during tax season and room to grow your knowledge and earnings.